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How To Use Trello

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An in-depth guide on how to use Trello, a project management tool that let's you track tasks and manage your projects efficiently

Published in: Marketing
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How To Use Trello

  1. 1. How To Use Trello © A1 Virtual Consultant - Levy Reyes 1
  2. 2. Do you feel overwhelmed with your tasks? © A1 Virtual Consultant - Levy Reyes 2
  3. 3. Do you want your projects to be more organized? © A1 Virtual Consultant - Levy Reyes 3
  4. 4. Whether you’re managing a team © A1 Virtual Consultant - Levy Reyes 4
  5. 5. Or just making a list of stuff to get done © A1 Virtual Consultant - Levy Reyes 5
  6. 6. Trello helps you know exactly what needs to be done © A1 Virtual Consultant - Levy Reyes 6
  7. 7. Here is a quick guide © A1 Virtual Consultant - Levy Reyes 7
  8. 8. To help you with this powerful tool © A1 Virtual Consultant - Levy Reyes 8
  9. 9. That let’s you organize your thoughts © A1 Virtual Consultant - Levy Reyes 9
  10. 10. And collaborate with other people on projects © A1 Virtual Consultant - Levy Reyes 10
  11. 11. Go to your browser © A1 Virtual Consultant - Levy Reyes 11
  12. 12. Type in: Trello.com © A1 Virtual Consultant - Levy Reyes 12
  13. 13. This appears © A1 Virtual Consultant - Levy Reyes 13
  14. 14. © A1 Virtual Consultant - Levy Reyes 14
  15. 15. Click on Sign Up © A1 Virtual Consultant - Levy Reyes 15
  16. 16. This will show up © A1 Virtual Consultant - Levy Reyes 16
  17. 17. © A1 Virtual Consultant - Levy Reyes 17
  18. 18. Type in your name © A1 Virtual Consultant - Levy Reyes 18
  19. 19. Type in your Email © A1 Virtual Consultant - Levy Reyes 19
  20. 20. And password © A1 Virtual Consultant - Levy Reyes 20
  21. 21. Then click Create New Account © A1 Virtual Consultant - Levy Reyes 21
  22. 22. Or you can click Sign Up with Google © A1 Virtual Consultant - Levy Reyes 22
  23. 23. If you already have a Google account © A1 Virtual Consultant - Levy Reyes 23
  24. 24. For this tutorial, let’s sign up with Google © A1 Virtual Consultant - Levy Reyes 24
  25. 25. Click on Sign Up with Google © A1 Virtual Consultant - Levy Reyes 25
  26. 26. This should appear © A1 Virtual Consultant - Levy Reyes 26
  27. 27. Click on your account © A1 Virtual Consultant - Levy Reyes 27
  28. 28. This will appear next © A1 Virtual Consultant - Levy Reyes 28
  29. 29. © A1 Virtual Consultant - Levy Reyes 29
  30. 30. Click on Accept © A1 Virtual Consultant - Levy Reyes 30
  31. 31. © A1 Virtual Consultant - Levy Reyes 31
  32. 32. This should appear next © A1 Virtual Consultant - Levy Reyes 32
  33. 33. © A1 Virtual Consultant - Levy Reyes 33
  34. 34. These are your boards © A1 Virtual Consultant - Levy Reyes 34
  35. 35. Click on the Welcome Board © A1 Virtual Consultant - Levy Reyes 35
  36. 36. This should appear © A1 Virtual Consultant - Levy Reyes 36
  37. 37. © A1 Virtual Consultant - Levy Reyes 37
  38. 38. The Trello workflow consists of three core systems: © A1 Virtual Consultant - Levy Reyes 38
  39. 39. Boards © A1 Virtual Consultant - Levy Reyes 39
  40. 40. Lists © A1 Virtual Consultant - Levy Reyes 40
  41. 41. Cards © A1 Virtual Consultant - Levy Reyes 41
  42. 42. Let’s check out each one of them © A1 Virtual Consultant - Levy Reyes 42
  43. 43. Board – composed of lists and cards © A1 Virtual Consultant - Levy Reyes 43
  44. 44. This is where you get an overview of your project © A1 Virtual Consultant - Levy Reyes 44
  45. 45. © A1 Virtual Consultant - Levy Reyes 45
  46. 46. List – a collection of tasks (cards) © A1 Virtual Consultant - Levy Reyes 46
  47. 47. © A1 Virtual Consultant - Levy Reyes 47
  48. 48. Cards – Individual tasks © A1 Virtual Consultant - Levy Reyes 48
  49. 49. Now let’s see how they all fit together © A1 Virtual Consultant - Levy Reyes 49
  50. 50. Let’s start a new project © A1 Virtual Consultant - Levy Reyes 50
  51. 51. Click on Create a New Organization © A1 Virtual Consultant - Levy Reyes 51
  52. 52. © A1 Virtual Consultant - Levy Reyes 52
  53. 53. An organization lets you group boards © A1 Virtual Consultant - Levy Reyes 53
  54. 54. In your company, team or family © A1 Virtual Consultant - Levy Reyes 54
  55. 55. Type in your Organization Name © A1 Virtual Consultant - Levy Reyes 55
  56. 56. © A1 Virtual Consultant - Levy Reyes 56
  57. 57. Type in your Board’s Description © A1 Virtual Consultant - Levy Reyes 57
  58. 58. © A1 Virtual Consultant - Levy Reyes 58
  59. 59. Then click on Create © A1 Virtual Consultant - Levy Reyes 59
  60. 60. © A1 Virtual Consultant - Levy Reyes 60
  61. 61. This should appear © A1 Virtual Consultant - Levy Reyes 61
  62. 62. © A1 Virtual Consultant - Levy Reyes 62
  63. 63. Click on Create New Board © A1 Virtual Consultant - Levy Reyes 63
  64. 64. © A1 Virtual Consultant - Levy Reyes 64
  65. 65. This will show up © A1 Virtual Consultant - Levy Reyes 65
  66. 66. © A1 Virtual Consultant - Levy Reyes 66
  67. 67. Type in your Board’s Name © A1 Virtual Consultant - Levy Reyes 67
  68. 68. © A1 Virtual Consultant - Levy Reyes 68
  69. 69. Then click Create © A1 Virtual Consultant - Levy Reyes 69
  70. 70. This shows after © A1 Virtual Consultant - Levy Reyes 70
  71. 71. © A1 Virtual Consultant - Levy Reyes 71
  72. 72. Having a System will help you keep organized © A1 Virtual Consultant - Levy Reyes 72
  73. 73. © A1 Virtual Consultant - Levy Reyes 73
  74. 74. Type in the name for this list – To Do © A1 Virtual Consultant - Levy Reyes 74
  75. 75. Click on Save © A1 Virtual Consultant - Levy Reyes 75
  76. 76. Let’s add another List - Doing © A1 Virtual Consultant - Levy Reyes 76
  77. 77. Click on Save © A1 Virtual Consultant - Levy Reyes 77
  78. 78. And add another List - Done © A1 Virtual Consultant - Levy Reyes 78
  79. 79. Then Click on Save © A1 Virtual Consultant - Levy Reyes 79
  80. 80. Now let’s try adding our cards! © A1 Virtual Consultant - Levy Reyes 80
  81. 81. Click on Add a card © A1 Virtual Consultant - Levy Reyes 81
  82. 82. This should appear © A1 Virtual Consultant - Levy Reyes 82
  83. 83. Type in the Task Name © A1 Virtual Consultant - Levy Reyes 83
  84. 84. Then Click on Add © A1 Virtual Consultant - Levy Reyes 84
  85. 85. You can add as many tasks as needed © A1 Virtual Consultant - Levy Reyes 85
  86. 86. © A1 Virtual Consultant - Levy Reyes 86
  87. 87. You can add details to the tasks © A1 Virtual Consultant - Levy Reyes 87
  88. 88. Click on the Task you want to edit © A1 Virtual Consultant - Levy Reyes 88
  89. 89. © A1 Virtual Consultant - Levy Reyes 89
  90. 90. © A1 Virtual Consultant - Levy Reyes 90
  91. 91. On the right side, you can add details © A1 Virtual Consultant - Levy Reyes 91
  92. 92. © A1 Virtual Consultant - Levy Reyes 92
  93. 93. You can add members © A1 Virtual Consultant - Levy Reyes 93
  94. 94. If you’re working with a team © A1 Virtual Consultant - Levy Reyes 94
  95. 95. You can add labels © A1 Virtual Consultant - Levy Reyes 95
  96. 96. To add reminders or group them based on colors © A1 Virtual Consultant - Levy Reyes 96
  97. 97. © A1 Virtual Consultant - Levy Reyes 97
  98. 98. Select a color that you like © A1 Virtual Consultant - Levy Reyes 98
  99. 99. © A1 Virtual Consultant - Levy Reyes 99
  100. 100. © A1 Virtual Consultant - Levy Reyes 100
  101. 101. You can add a checklist © A1 Virtual Consultant - Levy Reyes 101
  102. 102. This should appear © A1 Virtual Consultant - Levy Reyes 102
  103. 103. © A1 Virtual Consultant - Levy Reyes 103
  104. 104. Type your checklist’s name © A1 Virtual Consultant - Levy Reyes 104
  105. 105. Then click on Add © A1 Virtual Consultant - Levy Reyes 105
  106. 106. This should appear afterwards © A1 Virtual Consultant - Levy Reyes 106
  107. 107. © A1 Virtual Consultant - Levy Reyes 107
  108. 108. Now add an item © A1 Virtual Consultant - Levy Reyes 108
  109. 109. Type in the name © A1 Virtual Consultant - Levy Reyes 109
  110. 110. Then click Add © A1 Virtual Consultant - Levy Reyes 110
  111. 111. This should display afterwards © A1 Virtual Consultant - Levy Reyes 111
  112. 112. Let’s add another item © A1 Virtual Consultant - Levy Reyes 112
  113. 113. © A1 Virtual Consultant - Levy Reyes 113
  114. 114. Type in your item’s name © A1 Virtual Consultant - Levy Reyes 114
  115. 115. Click on Add © A1 Virtual Consultant - Levy Reyes 115
  116. 116. Add as many Items on your checklist as needed © A1 Virtual Consultant - Levy Reyes 116
  117. 117. © A1 Virtual Consultant - Levy Reyes 117
  118. 118. Check off each item once your done © A1 Virtual Consultant - Levy Reyes 118
  119. 119. © A1 Virtual Consultant - Levy Reyes 119
  120. 120. Notice this bar? © A1 Virtual Consultant - Levy Reyes 120
  121. 121. This bar progresses each time you complete an item © A1 Virtual Consultant - Levy Reyes 121
  122. 122. © A1 Virtual Consultant - Levy Reyes 122
  123. 123. Once its complete, this should show © A1 Virtual Consultant - Levy Reyes 123
  124. 124. © A1 Virtual Consultant - Levy Reyes 124
  125. 125. Once you’re done with the card this appears © A1 Virtual Consultant - Levy Reyes 125
  126. 126. © A1 Virtual Consultant - Levy Reyes 126
  127. 127. Now you can move it to your “Done” list © A1 Virtual Consultant - Levy Reyes 127
  128. 128. © A1 Virtual Consultant - Levy Reyes 128
  129. 129. © A1 Virtual Consultant - Levy Reyes 129
  130. 130. So you can concentrate on your “Doing List” © A1 Virtual Consultant - Levy Reyes 130
  131. 131. © A1 Virtual Consultant - Levy Reyes 131
  132. 132. You can also add a Deadline to your cards © A1 Virtual Consultant - Levy Reyes 132
  133. 133. © A1 Virtual Consultant - Levy Reyes 133
  134. 134. Click on a Card © A1 Virtual Consultant - Levy Reyes 134
  135. 135. © A1 Virtual Consultant - Levy Reyes 135
  136. 136. Then click on Due Date © A1 Virtual Consultant - Levy Reyes 136
  137. 137. © A1 Virtual Consultant - Levy Reyes 137
  138. 138. Select your desired Due Date and Time © A1 Virtual Consultant - Levy Reyes 138
  139. 139. Once you’re done, click on Save © A1 Virtual Consultant - Levy Reyes 139
  140. 140. This will display after © A1 Virtual Consultant - Levy Reyes 140
  141. 141. © A1 Virtual Consultant - Levy Reyes 141
  142. 142. You can also attach files to your Cards © A1 Virtual Consultant - Levy Reyes 142
  143. 143. Select a Card © A1 Virtual Consultant - Levy Reyes 143
  144. 144. © A1 Virtual Consultant - Levy Reyes 144
  145. 145. Click on Attachment © A1 Virtual Consultant - Levy Reyes 145
  146. 146. This will display © A1 Virtual Consultant - Levy Reyes 146
  147. 147. © A1 Virtual Consultant - Levy Reyes 147
  148. 148. Select where to get your file from © A1 Virtual Consultant - Levy Reyes 148
  149. 149. Or you can just attach a link © A1 Virtual Consultant - Levy Reyes 149
  150. 150. Paste the link on the box © A1 Virtual Consultant - Levy Reyes 150
  151. 151. Then click Add © A1 Virtual Consultant - Levy Reyes 151
  152. 152. Once you’re done, this should display © A1 Virtual Consultant - Levy Reyes 152
  153. 153. © A1 Virtual Consultant - Levy Reyes 153
  154. 154. And that’s it for this tutorial © A1 Virtual Consultant - Levy Reyes 154
  155. 155. Be productive and carry on your projects to completion! © A1 Virtual Consultant - Levy Reyes 155
  156. 156. “All time management begins with planning. “ – Tom Greening © A1 Virtual Consultant - Levy Reyes 156

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